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Donald Dean Puyear

Cozad Asset Management Inc.

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About Donald Dean Puyear

Donald Puyear is a Registered Representative and Investment Advisor Representative with Cozad Asset Management Inc., based in Hudson, IL. Donald has been in the securities industry since 1983 and has a Series 7, Series 63, and Series 65 licenses. Donald specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Donald has been with Cozad Asset Management Inc. since March 1999. Donald also holds an insurance license and operates an independent insurance business.

Firm Information

Donald Puyear is currently registered with Cozad Asset Management Inc.. Cozad Asset Management Inc. is an investment advisor headquartered in CHAMPAIGN, IL with approximately $1.92 billion in regulatory assets under management. They advise individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They do not offer market timing, publication of periodicals, or educational seminars.
Cozad Asset Management Inc.

2501 GALEN DRIVE

CHAMPAIGN, IL 61821-7005

$1.92B

Assets Under Management

5

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Puyear’s Registration & Firm History

IL

04/15/1999 - Present

Cozad Asset Management Inc. (Hudson IL)

IL

09/01/2009 - 10/14/2021

M HOLDINGS SECURITIES, INC. (NORMAL IL)

IL

12/07/1990 - 09/04/2009

FSC SECURITIES CORPORATION (NORMAL IL)

NA

07/21/1983 - 12/07/1990

COZAD INVESTMENT SERVICES, INC.

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Licenses & Designations

BC

Issued 04/07/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/26/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Dean Puyear.
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